Send a form to a patient

​

Send a form

1. Open the patient’s record and the Forms tab.
2. Select Send form.
3. Tick the forms to send.
4. Choose how to send it: text message, email, or a link you copy yourself.
5. Change how long the link stays open, or add a due date, if you like.
6. Select Send.

You need at least one published form before you can send. To send several forms in one message, your practice needs the patient portal, and the patient needs an email address on file. They get one message and sign in to the portal to fill them in. Without the portal, send them one at a time, or copy a link for each.

​

Remind a patient or cancel a form

Bilby doesn’t send reminders by itself. Select Resend on the patient’s Forms tab, or send a reminder from Forms › Sent. To stop a link working, select Cancel.

​

What the patient sees

The patient opens the link on any phone or computer. They don’t need an account. Their answers save as they go, so they can come back later. Once they submit, they can’t change their answers. If the link has expired or been cancelled, they’re told to contact the practice. Files they upload go to their Files tab.